Education

Education Road Map

The following topics are covered in the educational resources:

• The Financial Planning Process
  Learn how to apply the financial planning process used by professional financial planners.
• General Principles of Financial Planning
  These are the most fundamental elements of financial planning, such as assets, debts, cash flow/budgeting, and planning for emergencies.
• Risk Management and Insurance Planning
  Identify risks and use insurance to transfer the financial consequences of those risks.
• Investment Planning
  Explore how investments can be used to save for future needs.
• Tax Planning
  Discover how to minimize lifetime taxes through effective planning.
• Retirement Savings and Income Planning
  Find out how to prepare for and manage a successful retirement.
• Estate Planning
  Review the elements that go into making a comprehensive estate plan.
• Education Planning
  See what the options are for developing a funding plan for educational goals.